SaaStr

JULY 31, 2020

Yet, the Cloud is on fire during Work-and-Do-Everything-Possible-from-Home. Zoom is growing at rates we’ve never seen before in SaaS and Cloud. And Morgan Stanley has predicted Cloud penetration will be pulled forward 5+ years or more. Amazon/AWS and Atlassian both had huge Q2’s. The same with Atlassian.

AWS 326

AWS Azure Cloud SaaS 326

SaaStr

MAY 23, 2022

There are many ways to slice-and-dice public market data, but the headline one Bessemer called out is the most visceral I’ve seen: Public SaaS and Cloud companies lost $1 Trillion in market cap so far in 2022. And the number of public SaaS and Cloud decacorns has fallen from 50 to 17. Strange Days, Indeed.

Cloud 326

Cloud Azure AWS Marketing 326

Tom Tunguz

JULY 8, 2020

Cloud Data Lakes are a trend we’ve been excited about for a long time at Redpoint. A cloud data lake is a repository of data in the cloud, with the tools and infrastructure to analyze it securely. The cloud data lake architecture enables companies to achieve scale, flexibility, and accessibility.

Data Analysis 242

Data Analysis Cloud Data Scaling 242

SaaStr

JANUARY 23, 2023

With the BVP Cloud Index down 40%+ from a year ago , and many of the top Cloud leaders trading for as low as 5x ARR, it’s just hard to justify a later stage $300m-$400m valuation round these days, let alone a true unicorn round. This might not be as smart as it looks, as risk of scaling goes up. But still plenty of money.

AWS 327

AWS Venture Capital Finance Cloud 327

SaaStr

MARCH 31, 2022

Jessica Alexander, Senior Director Cloud Technology & OEM Partnerships, Crowdstrike. This episode is an excerpt from a session at SaaStr Scale. This episode is an excerpt from a session at SaaStr Scale. But with cloud computing spend, it’s concentrated typically with one primary vendor. Rico Mallozzi, Sr.

Scale 224

Scale Marketplace as a Service Cloud SaaS Payments 224

Intercom, Inc.

MAY 25, 2022

We are building for the long term – that means ensuring reliability by default, and the ability to accommodate massive scale as we grow. . As these existing customers have grown, and we’ve welcomed bigger and bigger customers, we’ve always focused on saying yes to scale. . We’re growing alongside our customers. Can Intercom do that?

Scaling 252

Scaling AWS Software Review Technical Review 252

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. This is the data point shown for Q4 ‘23. Then the ZIRP period hit and we went way over trendline.

Cloud 177

Cloud Software Azure AWS 177

SaaStr

DECEMBER 27, 2023

So is it possible to be too efficient in SaaS and Cloud? Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. But at scale, even the slightly less long version of the tail is where the money is. And if so, maybe that’s Digital Ocean. Churn Stable.

Scale 256

Scale AWS Azure Cloud 256

SaaStr

FEBRUARY 20, 2021

So we’ve had a lot of fun in our 5 Interesting Learnings profiling the top SaaS and Cloud companies at scale, from Slack to Zoom, from Shopify to Datadog, from Box to DropBox. But are AWS, Azure and Google Cloud just too big for us to learn from? Google Cloud sees it hitting $760B+ in 2025.

Cloud 230

Cloud Azure AWS Scale 230

SaaStr

NOVEMBER 18, 2023

They typically give them just enough to see if it will work, and the startup grows and scales to the next stage. SaaS and Cloud growth overall will remain strong. Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. But also focus on the prize at the same time — record Cloud spend.

Startup 333

Startup Venture Capital Azure AWS 333

SaaStr

MARCH 6, 2024

So Okta is one of our favorite SaaS and Cloud leaders. Seat Contractions Have Brought NRR Down From 120% to 111% While 111% NRR is still quite an engine at this scale, the drop in NRR from seat contractions explains a good chunk of the headwinds Okta has seen. #2. AWS alone generated $175m of contract value for Okta, growing 130%.

Fractional VPE 244

Fractional VPE Part-Time VPE Scale SMB 244

SaaStr

FEBRUARY 21, 2024

Welcome to the latest installment of our “ What’s New ” series where SaaStr founder and CEO Jason Lemkin sits down with some of the top leaders and founders in SaaS and Cloud to discuss What’s New and what should be top of mind for fellow founders. AWS can’t support 20 partners equally. Otherwise, it falls apart.

AWS 234

AWS Scale Sales Hiring Marketing 234

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

AI 183

AI Revenue Cloud Technical Advisors 183

SaaStr

NOVEMBER 15, 2023

(@jasonlk) November 13, 2023 Not every area of SaaS and Cloud is seeing big “macro” impacts. Being Multi-Platform / Multi-Product Key at Scale A story we’ve seen many times. . #8. 64% of Large Customers Sourced From Partners They are AWS’s largest cybersecurity partner. 5 Interesting Learnings: #1.

Cybersecurity 279

Cybersecurity AWS Benchmarks Cloud 279

SaaStr

NOVEMBER 6, 2023

If you’re selling cloud infrastructure, for the most part, growth may be down a smidge but is still strong, e.g., MongoDB. Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.) And budget does clearly seem to be going to incumbents over new vendors. But it’s not that simple.

Merchant Services 291

Merchant Services Azure Software AWS 291

SaaStr

JANUARY 20, 2023

We’ll have dozens and dozens of workshops, braindates, and much more! It will be the #1 place to talk SaaS, learn SaaS, and share SaaS learnings in APAC in 2023!

AWS 270

AWS Cloud Trends Startup 270

SaaStr

FEBRUARY 2, 2023

CloudKeeper from TO THE NEW, is a cloud spend optimization solution that guarantees to cut down your AWS bills by 5-15%. With CloudKeeper, we have helped 200+ of our customers optimize their AWS spend with a guaranteed reduction in their AWS bills. No lock-ins. Savings from Day 1. RI pricing for On-demand usage.

Cloud spend optimization 232

Cloud spend optimization AWS Scale compliance 232

SaaStr

MAY 2, 2023

So there’s no doubt things are a bit harder for everyone in SaaS and Cloud right now. A few of us are seeing no macro impacts, but probably the biggest tell are Cloud platform giants — AWS, Azure and Google Cloud. The Cloud is still growing. All are still growing at very strong rates.

Azure 233

Azure AWS Cloud SaaS 233

Chart Mogul

JANUARY 28, 2022

A few months ago, we retired our last pieces of infrastructure on DigitalOcean, marking our migration to AWS as complete. Our journey was not your regular AWS migration as it involved moving our infrastructure from classic VMs to containers orchestrated by Kubernetes. Lack of modern cloud features and managed services.

K8S orchestration (Kubernetes) 52

K8S orchestration (Kubernetes) AWS EKS (Elastic Kubernetes Service) GCP(Google Cloud Platform) 52

SaaStr

AUGUST 5, 2021

We all know times are good in SaaS and Cloud — but just how good? Is it all the big public cloud vendors and a handful of outliers? It really is almost everyone at SaaS that is at scale and has a winning brand. AWS accelerated to 37% YoY growth , up from 32% last quarter. Now is your time, folks.

SaaS 337

SaaS AWS Cloud Scaling 337

SaaStr

MAY 31, 2023

So Snowflake is the high flier in Cloud. It’s one of the few still commanding a premium multiple in today’s world, and still growing at tremendous rates: Snowflake is also a barometer of everything in SaaS and Cloud, because a significant amount of its revenue is consumption-based, at least in part. Not none, just less.

Headcount 223

Headcount Scale Sales Hiring AWS 223

Hitenism

NOVEMBER 7, 2016

In 2006, after Amazon Web Services (AWS) helped pioneer what we now call the cloud, product development changed forever. Today, one-third of daily internet users visit websites built on top of AWS. AWS is now an $11.5B AWS is now an $11.5B The post How Amazon Web Services (AWS) Achieved an $11.5B

AWS 189

AWS New CTO Scale CTO 189

IT World

MAY 24, 2022

I want to talk to you today about clouds. But I'm not here to talk about hyper-scale, public clouds such as Amazon Web Services (AWS), Azure, or Google Cloud. They're great, but for many, they're overkill.

Cloud 90

Cloud SMB Azure AWS 90

SaaStr

APRIL 28, 2019

Join our Quora group to get all of The Week in Cloud updates throughout the week. Woah, the cloud is on fire! “We have questioned whether Microsoft will ever see the profit margin of AWS at similar scale” The post The Week In Cloud: April 28, 2019 appeared first on SaaStr. Wow, $260m valuation.

Cloud 141

Cloud AWS Enterprise Scaling 141

Tom Tunguz

APRIL 6, 2023

In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). It’s likely startups start at plug-ins & then move down with scale that affords more usage & more capital to invest.

Generative AI 211

Generative AI AI GCP(Google Cloud Platform) Startup 211

SaaStr

MAY 6, 2022

Many SaaS and Cloud leaders are down more than 50% from their all-time highs. But Covid did create a lot of artificial demand for Cloud products, especially the lockdown phase. Update on cloud software multiples, charted alongside the 10Y and 5 year pre-covid NTM rev multiple average. And generating real cash flow at scale. #2.

SaaS 345

SaaS Azure Cloud AWS 345

SaaStr

MARCH 9, 2022

So DigitalOcean is the quiet Cloud platform that keeps on growing. Focusing on smaller developers, in some ways it’s been a bit overshadowed by AWS, Azure, and Google Cloud. DigitialOcean doesn’t want to take AWS, Azure and Google on in the enterprise and doesn’t really try. That’s impressive.

Azure 239

Azure AWS SMB Cloud 239

SaaStr

APRIL 24, 2021

But like “Cloud” and “SaaS”, its definitely has evolved. But as Shopify scaled, its revenue as a percent of commerce on its sites — “Merchant Solutions” — began to eclipse its recurring SaaS revenues. Doesn’t ARR stand for Annual Recurring Revenue? Well of course it does.

Merchant Services 360

Merchant Services SaaS Payments Payment Solutions Payment Services 360

SaaStr

OCTOBER 13, 2022

Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use. ChurnZero lets your CS team manage and expand accounts at scale with proactive, personalized engagement that helps every customer succeed.

GCP(Google Cloud Platform) 215

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 215

SaaStr

AUGUST 4, 2021

3 days, more than 100+ sessions and 300 expert speakers, who will be sharing their best practices to help you scale faster, build smarter, and close more customers. From AWS to Vimeo: this year’s speaker lineup is packed with incredible speakers and content. We just launched the entire SaaStr Annual 2021 Agenda !!

Scale 258

Scale AWS B2C SaaS 258

Baremetrics

JANUARY 25, 2022

In recent years, a new discipline of financial management has emerged in response to cloud technologies and organizations growing reliance on cloud IT architectures and cloud-based business processes. The Scalability of Cloud Solutions The Three Stages of FinOps 1. Table of Contents. What Is FinOps? What Is FinOps?

Payment Services 97

Payment Services SaaS Payments Payment Solutions Payments 97

SaaStr

MAY 21, 2022

The markets for SaaS and Cloud stocks are down 50%+ in just a few months, and it hasn’t spared even the leaders. But they kept on going, and gong, and growing. years later, in a market down 50% …. They’re worth $2.7 Billion #golong pic.twitter.com/nA8jSXgehx. — Jason BeKind Lemkin #???????????? jasonlk) May 20, 2022.

AWS 245

AWS SaaS Cloud Scale 245

Intercom, Inc.

MARCH 26, 2020

All of Intercom’s production infrastructure is provided as a service to Intercom by Amazon Web Services (AWS). AWS is the leading cloud provider in the industry, and we leverage their portfolio of globally redundant services to ensure Intercom runs reliably. Business continuity.

AWS 192

AWS Scale Business Cloud 192

SaaStr

OCTOBER 31, 2019

Bessemer Venture Partners’ Alex Ferrara takes a look at trends and predictions for the cloud industry in 2019. One of the most popular sessions from SaaStr Annual, this presentation will provides an in-depth look at the cloud computing industry across Europe and globally. Want to see more content like this? A few more.

Cloud 101

Cloud Scale AWS Machine Learning 101

SaaStr

AUGUST 4, 2022

And inflation is awful. And even SaaS and Cloud leaders that come up a tiny bit short of Wall Street’s lofty expectations are in many cases still doing incredibly well. . — Jason 2022 SaaStr Annual Sep 13-15 Lemkin (@jasonlk) August 3, 2022. So are we in a downturn in SaaS? Certainly, segments are.

Venture Capital 309

Venture Capital AWS Cloud Scale 309

SaaStr

JANUARY 2, 2024

Next, they moved to credits, which are very popular, with AWS and Google Cloud being great examples of companies that are always giving credits out to startups. As you think about building out a partnership program, remember that you need to be able to operate at scale but prioritize your top partners. A free term.

Startup 206

Startup Scale Underperforming Technical Team AWS 206

SaaStr

NOVEMBER 24, 2021

When should you scale? Once you find your product-market fit, you figure out your GTM fit, and you are ready to ramp up growth and begin to scale. Instead, establish a scaling pace. Pothole #4 – Promoting Your Best Salesperson to Manager. Pothole #5 – Prioritizing Revenue Acquisition Ahead of Customer Value Creation.

Sales Hiring 214

Sales Hiring Scale Compensation Sales 214